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Scott Patrick Bolin

Charles Schwab & CO., Inc.

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About Scott Patrick Bolin

Scott Patrick Bolin is a financial advisor with over 20 years of experience in the financial services industry. Currently, Scott is a registered representative with Charles Schwab & CO., Inc., where he has been working since June 2021. Scott holds Series 6, 7TO and 63 licenses along with the SIE designation. Scott's previous experience includes working at PFS Investments Inc. from June 2002 to July 2004. Scott's primary area of focus is providing financial planning services and investment advisory services.

Firm Information

Scott Bolin is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Scott Bolin’s Registration & Firm History

TX

06/05/2021 - Present

Charles Schwab & CO., Inc. (Austin TX)

GA

06/03/2002 - 07/08/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Scott Patrick Bolin.
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